For Zapier and Harvest users, who haven't signed up for Outgrow, you can sign up here and follow the instructions below. If you have any questions, please reach out to us via chat on the bottom right of the page.
- Getting your accounts ready
- Connecting your accounts
To connect your Outgrow account to Harvest. you will need an active Outgrow account and a live content piece. For help getting started with Outgrow, click here. For more information on how to get started with Harvest on Zapier, you can start here.
1. Navigate to the Zapier page where you can set up the Zap between Harvest and Outgrow and click on Connect Outgrow + Harvest button.
2. On the configuration page select the trigger that will be activated when a new lead is submitted in Outgrow.
3. In the next step, you need to connect your Outgrow account with Zapier. In case you have an existing Outgrow account connected with Zapier, you can choose that account, else you can add a new account.
4. To connect a new Outgrow account, you will need to plug in the API key for your account. You'll find the key under the API Key Heading in the Settings section of your Outgrow account.
5. Choose the calculator/quiz/poll/graded quiz that you wish to use from the drop-down.
6. Fetch sample leads from Outgrow to test whether or not the connection is successful.
7. In the next step choose the action that needs to be performed when a new lead is sent to Harvest.
8. To get started with Harvest on Zapier, first you will need to click to connect your Harvest account to use with your Zap.
9. Next, you'll be asked to name your Harvest connection and enter your API Key.
10. Your Harvest account will now be successfully connected.
11. Once your account will be linked you can test the connection.
12. In the next field set up the template that you would like to use.
13. Click Save + Continue.
Now, test the Zap to make sure it works. Once you’re satisfied with the results, new entries from your selected Outgrow content piece will automatically get added in Harvest.
Note: If you ever want to change this Outgrow and Harvest integration, go to your Zapier dashboard and tweak anything you like.
Updated about 3 years ago